Semicap & Lithography
Semiconductor capital equipment covers the deposition, etch, inspection, and lithography tools that turn a wafer into a chip. The most advanced lithography has a single supplier, which makes the group a chokepoint on the whole industry.
21 stocks
| Name |
Funds holding | Growth | Growth % |
Fund value |
|
|---|---|---|---|---|---|
1
Applied Materials
AMAT
$354B
| 569 | -10 | -2% | $18B |
|
2
KLA
KLAC
$233B
| 426 | +3 | +0.7% | $9.21B |
|
3
Lam Research
LRCX
$359B
| 408 | +24 | +6% | $10.9B |
|
4
ASML
ASML
$634B
| 213 | +1 | +0.5% | $7.2B |
|
5
Veeco
VECO
$2.8B
| 165 | -8 | -5% | $1.48B |
|
6
Enpro
NPO
$6.22B
| 163 | +10 | +7% | $1.39B |
|
|
CAJ
7
DELISTED
Canon, Inc.
CAJ
| 157 | -8 | -5% | $593M |
|
8
Advanced Energy
AEIS
$10.4B
| 156 | -2 | -1% | $621M |
|
9
MKS Inc
MKSI
$15.9B
| 142 | -5 | -3% | $1.38B |
|
10
DELISTED
Coherent Inc
COHR
| 131 | 0 | 0% | $1.41B |
|
11
FormFactor
FORM
$9.35B
| 113 | +3 | +3% | $322M |
|
12
Axcelis
ACLS
$3.66B
| 101 | +9 | +10% | $114M |
|
13
Onto Innovation
ONTO
$11.8B
| 91 | -2 | -2% | $320M |
|
14
Ultra Clean Holdings
UCTT
$2.57B
| 83 | -1 | -1% | $135M |
|
15
Amtech Systems
ASYS
$245M
| 37 | +3 | +9% | $20.2M |
|
16
Nova
NVMI
$10.5B
| 31 | 0 | 0% | $93.7M |
|
17
CVD Equipment Corp
CVV
$27.2M
| 24 | +4 | +20% | $3.92M |
|
18
Camtek
CAMT
$6.33B
| 10 | 0 | 0% | $2.13M |
|
19
ACM Research
ACMR
$4.26B
| – | – | – | – |
|
20
Corgi Lithography & Semiconductor Photonics ETF
EUV
$416M
| – | – | – | – |
|
21
Ichor Holdings
ICHR
$1.79B
| – | – | – | – |
|